-22.9%
CDW vs UUUU
+111.0%
-133.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.6% |
| 7D | -7.4% | -5.0% | -2.3% | -7.0% |
| 30D | +5.8% | -7.8% | +13.6% | +6.4% |
| 3M | +10.8% | -0.4% | +11.3% | +10.5% |
| 6M | +21.5% | -32.9% | +54.4% | +23.5% |
| YTD | +6.4% | -6.3% | +12.6% | +3.0% |
| 1Y | -14.8% | +7.9% | -22.7% | -20.1% |
| 3Y | -29.9% | +85.2% | -115.1% | -41.4% |
| 5Y | -22.9% | +97.0% | -119.8% | -39.4% |
| All | -22.9% | +111.0% | -133.9% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling